Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Draft proposals for new client work from deal requirements.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Count new business deals for a chosen owner and closing window.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
Draft first emails for new business contacts from account notes.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Find unrepresented companies in new markets for outreach.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Surface member businesses that fit new sales targets.
Get a prospect list from exhibitor and member rosters, with company websites, public contact details, and source links ready for your review.
Identify contacts at target companies for new business outreach.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
Build a sourced list of companies in the chosen market.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Find businesses and decision makers in each new territory.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
Assess prospective clients with sourced employer briefs.
Your employer review requests get a sourced profile, recent hiring evidence, and a contact lead when public pages support one.
Find businesses in a target market for new client outreach.
Get a sourced list of local businesses that fit your campaign, with public contacts and uncertain matches flagged for review.
Build a local target list by industry and territory.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.
Build sourced profiles of local businesses worth reviewing.
Your local prospect list gains sourced contact details and services, with lookalike businesses and missing facts flagged for your review.